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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $27,350 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,563 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,916 | $107,218-64.6% | $115,768-67.2% | $79,634-52.4% |
| Participation rate | 62.0% | 76.8%-14.8pp | 74.4%-12.4pp | 62.5%-0.5pp |
| Annual return | 11.94% | 15.41%-3.5pp | 100.46%-88.5pp | 36.46%-24.5pp |
| Employer contribution / active EE | $1,237 | $3,627-65.9% | $2,940-57.9% | $2,529-51.1% |
| Participant deferral / active EE | $2,207 | $5,091-56.6% | $4,917-55.1% | $3,835-42.4% |
| Admin fee / account holder | $313 | $576-45.6% | $12,439-97.5% | $1,002-68.8% |